Darwin Global Management, Ltd.
CIK 1839209
13F filing for Q2 2026・No. 1,109
- Holdings
- US$3.76B
- Quarter change
- −US$10.45M
- Entries
- 5
- Net bought (estimate)
- +US$549.5M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 2
- Added 3
- Corporate actions 0
- Unchanged 0
Largest holdings
5 stocks worth US$3.76B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RVMDREVOLUTION MEDICINES INCCOM | Added | 10,629,822 | US$2.05B | 54.45% |
| INSMINSMED INCCOM PAR $.01 | Cut | 6,431,163 | US$673.6M | 17.91% |
| BLTEBELITE BIO INCSPONSORED ADS | Added | 3,077,219 | US$456.59M | 12.14% |
| ABIVAX SASPONSORED ADS | Added | 3,621,583 | US$348.22M | 9.26% |
| ROIVROIVANT SCIENCES LTDSHS | Cut | 6,747,300 | US$234.33M | 6.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.